The Tony Steuer Podcast with Emily Koochel: Why Starting With Yourself Is The Key To Financial WellnessJan 03, 2024
🙌 On the latest episode of The Tony Steuer Podcast, I spoke with Emily Koochel, PhD, AFC®,CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor about why psychology is important to changing how we think about money.
🧐 In this episode we discussed:
👉 The intersection of emotions and money.
👉 How advisors can learn from their clients.
👉 Why Financial Planning Is Inherently A Mental Process.
🎥 Watch this episode below:
🎧 Listen to the podcast below or on your favorite podcast app.
Connect with Emily Koochel:
- Using Financial Psychology to Better Connect with Clients https://www.nasdaq.com/articles/using-financial-psychology-to-better-connect-with-clients
- The Role of Financial Psychology in Financial Planning Today https://emoneyadvisor.com/blog/the-role-of-financial-psychology-in-financial-planning-today/
- What Is Financial Wellness? https://emoneyadvisor.com/blog/what-is-financial-wellness/
Dr. Emily Koochel, PhD, AFC®,CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Wellness research and Financial Education initiatives in her role as the Senior Financial Planning Education Consultant. Prior to her career in FinTech she served as an Assistant Professor teaching courses in personal financial planning and working in the financial planning field. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most notably, she has been recognized for her research on financial transparency, awarded 2020 Outstanding Research Journal Article of the Year by AFCPE, published in the Journal of Financial Counseling and Planning, and she served as a co-author for CFP Board’s book, The Psychology of Financial Planning. She holds the Certified Financial Therapist – I designation, is an Accredited Financial Counselor, and Behavioral Financial Advisor.